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142 hedge funds and large institutions have $843M invested in Appian in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

32% more capital invested

Capital invested by funds: $640M → $843M (+$203M)

30% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 33

13.36% more ownership

Funds ownership: 61.18%74.54% (+13%)

7% more funds holding

Funds holding: 133142 (+9)

3% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $14.7M

Holders
142
Holders Change
+9
Holders Change %
+6.77%
% of All Funds
3.08%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
43
Increased
39
Reduced
29
Closed
33
Calls
$14.3M
Puts
$14.7M
Net Calls
-$447K
Net Calls Change
+$6.54M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
51
Concorde Asset Management
Michigan
$961K +$912K +26,639 New
UBS Group
52
UBS Group
Switzerland
$896K +$164K +4,797 +24%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$866K +$71.7K +2,094 +10%
CS
54
Credit Suisse
Switzerland
$853K +$809K +23,645 New
Bank of America
55
Bank of America
North Carolina
$802K -$3.27M -95,475 -81%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$732K +$695K +20,304 New
Barclays
57
Barclays
United Kingdom
$725K -$911K -26,607 -57%
MIH
58
Meitav Investment House
Israel
$719K +$682K +19,941 New
AIG
59
American International Group
New York
$715K +$679K +19,830 New
NIM
60
Needham Investment Management
New York
$613K +$154K +4,500 +36%
Canada Life
61
Canada Life
Manitoba, Canada
$569K +$331K +9,661 +158%
MIM
62
MetLife Investment Management
New Jersey
$553K +$524K +15,321 +1,532,100%
MSDF
63
Michael & Susan Dell Foundation
New York
$545K +$517K +15,111 New
UBS AM
64
UBS AM
Illinois
$537K +$509K +14,874 New
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$528K +$176K +5,138 +54%
LPL Financial
66
LPL Financial
California
$514K -$62.9K -1,838 -11%
VOYA Investment Management
67
VOYA Investment Management
Georgia
$434K +$412K +12,044 New
Wolverine Trading
68
Wolverine Trading
Illinois
$425K -$520K -15,203 -56%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$373K +$354K +10,347 New
HLA
70
Hamilton Lane Advisors
Pennsylvania
$361K -$684K -20,000 -67%
Simplex Trading
71
Simplex Trading
Illinois
$354K -$131K -3,841 -28%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$336K
CA
73
Cornerstone Advisory
Maryland
$335K
JP Morgan Chase
74
JP Morgan Chase
New York
$309K -$1.35M -39,590 -82%
IWA
75
Inspirion Wealth Advisors
Illinois
$307K +$291K +8,500 New

APPN Hedge Fund Activity: Q2 2019 in Review

142 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2019, worth a combined $843M — up 32% from $640M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new APPN positions and 33 closed out — a net gain of 10 holders — while 39 added to existing stakes and 29 trimmed.

The largest buyer was BlackRock, adding an estimated $51.4M. The largest seller was Ruane, Cunniff & Goldfarb, exiting entirely with an estimated $12.2M sold.

  • 142 institutional investors held Appian (APPN) as of Q2 2019, up from 133 in Q1 2019.
  • Funds reported $843M of Appian stock for Q2 2019, up 32% quarter-over-quarter.
  • 43 funds opened new Appian positions in Q2 2019 and 33 closed out, a net change of +10 holders.
  • The largest Appian buyer in Q2 2019 was BlackRock, an estimated $51.4M added.
  • The largest Appian seller in Q2 2019 was Ruane, Cunniff & Goldfarb, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2019.